Money Purchase · DOL Form 5500 · 2022
James Wantz Accountancy Corp. Money Purchase Plan
Data updated 2026-08-25
- $705K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $234,854
- Avg per participant Above avg balance/head
Official DOL plan name: James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 · Sponsored by James Wantz Accountancy Corp. · California · Professional & Technical Services
$705K in assets, 3 participants
James Wantz Accountancy Corp.'s James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 reported $705K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #3,799 in Professional & Technical Services (21,562 peers)
James Wantz Accountancy Corp. multi-year trail
James Wantz Accountancy Corp.'s plans moved +18.6% in assets from 2022 to 2024; this filing shows James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 at $705K / 3 participants.
- #3,799
- in Professional & Technical Services (21,562 peers)
- -3.0%
- assets change YoY
The plan reported a net loss of $22K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 among the smaller filed plans by assets
James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$704,561 22nd percentile higher than 22% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 is a micro filing (3 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 953282589 · James Wantz Accountancy Corp. PY 2022 · Money Purchase
James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 · $705K · 3 · 22nd
- PHOTO $705K
- PHOTO 3
- PHOTO 22nd
- PHOTO Money Purchase
- PHOTO near Pandolfi Properties Inc Pension Plan
- PHOTO ind #3799
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in California →
James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 in the asset neighbourhood
James Wantz Accountancy Corp. multi-year asset trail
Sponsor-wide plan assets over time
All James Wantz Accountancy Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $836K 18.629330888312012% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $705K |
| 2023 | 1 | 3 | $753K |
| 2024 | 1 | 3 | $836K |
James Wantz Accountancy Corp. filing trail (2022)
| Total Assets (Beginning of Year) | $726K |
|---|---|
| Net Assets (End of Year) | $705K |
| Net Income | -$22K |
| Employer EIN | 953282589 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
James Wantz Accountancy Corp. Money Purchase Plan Dated 010198's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Pandolfi Properties Inc Pension Plan in CT ($705K); by covered participants it is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($705K here).
- Pandolfi Properties Inc Pension Plan (CT) $705K · 2
- Farmacia El Apotecario Retirement Plan (PR) $703K · 12
- Hermann D Schubert Md (NY) $706K · N/A
- Correa Medical Group Retirement Plan (PR) $700K · 4
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.